+61 2 9240 6300

Financial Advice

Our advice team deals specifically with businesses in the Financial Planning industry, servicing a core, diverse client-base including Retail and Investment Banks, Licencees, Industry Funds & Member based organisations, Regulatory & Industry bodies, Consulting Firms and a number of reputable boutiques.

We work with roles at all levels within Advice that require specialist skill sets.

Our consultants are based in Sydney and Melbourne and also recruit in regional and interstate locations.

Skillsets

Advice Leadership roles
Risk & Compliance
Regulatory including Remediation & Disputes
Practice Leadership
Practice Development
Technical
Education & Professional Development
Advice Technology Support
Marketing & Communications
Research
Financial Advisers (Face to face and phone based)
Adviser Support including Paraplanning and Client Services

Recent Successes

Head of ComplianceMedium sized Licensee
State ManagerIndustry Fund
Principal Financial AdviserQuality Boutique
Remediation Case Managers, TeamConsulting Firm
Remediation Team ManagerFinancial Services Group
Head of Advice STrategyBank
Compliance ManagerIndustry Fund
Multiple phone based AdviserIndustry Fund
Multiple ParaplannersFinancial Services Group

Meet the Team

Chris Gordon

Director, Sydney

Practice Managers
Practice Development Managers

02 9240 6366

Detail

Steve Kelly

Associate Director, Melbourne

Financial Planning – Phone based/ face-to-face
Limited/Scaled Advice

03 9602 9860

Detail

Aaron Davies

Associate Director, Sydney

Private Wealth Advisors
Private banking (from Associate to Director level)

02 9240 6384

Detail

Kimberley Wenn

Senior Consultant, Sydney

Operational Support
Paraplanners

02 9240 6381

Detail

Krystle Priddis

Consultant, Sydney

Client Services
Financial Planning Support

02 9240 6372

Detail

New Career Opportunities Every Week!

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Our Team

Meet our team of market leading recruiters and executive search professionals, coaches and administrators.

Founding Profusion in 2004, I have been Chief Executive Officer for 10 years. I possess extensive experience in sales, relationship and operational management, developing business and leading teams.

Rod Jones

In 2004 I co-founded Profusion Group with Rod Jones, Simone Mears and Ashton Bilbie. In the early years I was the Co-Head of our Recruitment Business and over time I developed, built and led Profusion’s Advice Recruitment capability; Australia market leader in the provision of financial planning staff.

Alison Loader

I co-founded Profusion Group in 2004 with Rod Jones, Ashton Bilbie and Alison Loader. I am Managing Director of our Executive Search practice – pac executive and a Director of Profusion Group.

Simone Mears

In 2005 I founded Profusion Group with Rod Jones, Simone Mears and Alison Loader. Since then I have been the Co-Head of our recruitment business. Day to day I am responsible for leading a team of recruiters who service clients and candidates across the Funds Management, Superannuation and Insurance sectors.

Ashton Bilbie

I am a Director at Profusion Group and part of our executive search practice – pac executive. I specialise in the appointment of Senior roles across Funds and Wealth Management. I also currently hold several Non-Executive Directorships and undertake selective strategy-based consulting.

Greg Kirk

I am a Director and senior member of pac executive responsible for the appointment of “C” Suite, General and Senior Management as well as Specialist, and Technical roles across Insurance and Superannuation.

Garry Medland

After spending three years within the wealth creation industry, I decided to build on my previous recruitment experience and re-joined the industry in 2011 progressing from Consultant, Senior Consultant to Manager of the Wealth, Banking and Financial Services team for a large Australian recruitment company. In late 2013, I joined Profusion Group as a Senior Consultant and over a 14 month cycle progressively worked to become a Director. I am responsible for managing and growing a broad range of client relationships within the Wealth Management industry.

Chris Gordon

Having worked in Funds Management for four years in London, I relocated to Melbourne in 2009 with my Australian wife and began a career in recruitment, specialising in Financial Services. I joined an international recruitment firm, progressing to Manager of the Financial Services Operations & Specialist team in 2010, partnering with a broad range of clients across Banking, Private Wealth Management, Funds Management, Superannuation and Insurance.

Tom Brown

15 years of recruitment experience in Accounting for the Financial Services with an established network of senior and mid-level candidates and strong track record of success. I have always aimed to provide honest and helpful feedback even if that meant missing out on an opportunity, many of my clients have worked with me for a number of years and know that they will always get unbiased and well educated advice from me.

Will Reep

I commenced my career as a recruiter in Sydney in 1996. As a result I have an incredibly strong network of relationships throughout the Banking, Financial services and insurance industry in Sydney.

Heena Geronimo

With over 10 years experience within the Sydney IT Recruitment market placing candidates at all levels, I place a massive emphasis on working with customers in an open and honest manner to provide a consultative approach to recruitment.

Hayden Lines

Prior to commencing with Profusion Group, I worked in the Funds Management industry in Luxembourg, UK and Australia. After a period of globe-trotting, I migrated to Australia permanently and joined Profusion Group where I now lead the Business Projects team.

Sam Holliday

In 2007, I joined Profusion Group as a Senior Consultant specialising in Funds Management recruitment. Partnering with a broad range of clients I have enjoyed working with the big global through to the start-up organisations.

David Ashton

Prior to Profusion Group, I recruited in the Business Projects space for Robert Half and Four Quarters, and as such my network and depth of understanding is extensive.

Tom Mangan

I am a global executive search researcher experienced in identifying diverse, top talent for Executive, and senior management roles across a wide range of industries

Edua Potor

As a local Australian 360° recruiter with over 11 years IT experience, I’ve been extremely privileged to have worked with some really impressive clients who are at the top of their game. Recruitment for me, is a passion. I enjoy placing local and international stand out candidates within Technology and Digital roles in Melbourne across a wide variety of Technology sectors.

David Marshall

Having spent the past 19 years in financial markets, across a variety of organisations and roles, I have had the opportunity to develop a broad range of skills and knowledge. This coupled with my extensive network across a variety of specialist areas, I can provide a client with a very deep level of understanding of candidates and industry trends/intel, while offering guidance on the future direction of staffing within our market.

Philip McLean

Originally from Wales in the UK, I relocated to Sydney in 2007, and joined the recruitment world, specialising in Information Technology and Projects within Banking and Financial Services. I progressed to Manage a small IT Recruitment team, before moving into internal Recruitment with a large Global insurer, leading a National team whilst remaining hands-on in heading up the IT Recruitment portfolio.

Jonny Jameson

I moved to Melbourne in 2011, initially working in the insurance industry before taking an internal recruitment role with Australia Post. I started my agency recruitment career in 2013 working with a national Recruitment Firm specialising in Banking & Financial services across Victoria.
I joined the Profusion Group in 2014. I am responsible for recruitment solutions to a wide range of Financial Services Organisations across Melbourne and wider Victoria, South Australia, Tasmania and West Australia, specialising in Wealth Management and Financial Planning.

Steve Kelly

A complete tailored approach, I have operated in this segment of Advice for close to 5 years in the Sydney market.

Aaron Davies

While studying my Bachelor of Social Science majoring in Human Resources and Industrial Relations I worked part time as a Sales Consultant within the construction industry, before relocating to Sydney in 2013. My first job in Australia was with QPL Recruitment in a hybrid role before quickly being promoted into a Consultant position, and then joined Profusion Group in January 2014. For both companies I have specialised within Wealth Management Recruitment, enabling me to build a very strong network within this niche market.

Kimberley Wenn

Having commenced my recruitment career in London in 2005, I have gained over a decade of experience with 8 of these years dedicated to the Financial Services sector in Melbourne.

Rachel Camilleri

Since 2013 I’ve always been involved in the Banking and Financial Services Sector across the UK and Sydney, starting my career as an advisor and lending specialist before making the move into Banking Recruitment.

In 2015 prior to Profusion I was the lead Business Analyst Consultant for Huxley Banking Associates, who are the Banking and Finance arm of SThree. During my career with Huxley I worked with multiple banking clients across different industries including Insurance, Retail Banking, Superannuation and Wealth. The exposure across these industries really helped build my market knowledge which I provide as a service to my clients, new or existing.

April of 2017 I joined an incredible growing Life Insurance team at Profusion as the Lead consultant for the Claims and Underwriting Market in Sydney.

Over the last 2 Years I have developed a very strong network across the Sydney Banking market (Client and Candidate) which I have been able to bring to Profusion. With my ability and drive to add value to clients at the highest level, I’m very excited and looking forward to growing our Sydney presence in the Insurance space

Dominic Sheppard

I offer hard work and dedication to deliver a high volume of quality candidates, consistency, respect and honesty.

Sarah McGuinness

I have nearly a decade of end to end recruitment experience including executive search in both London and Sydney.

Andy Hardwick

I have worked with technology based recruitment since 2014, predominantly recruiting Developers.

Matt Kirk

Originally from Nelson New Zealand, I relocated to Sydney in June 2016 to take up a position in recruitment as a Recruitment Resourcer within financial services Information technology. Here I was taught the foundations of recruitment initially being more candidate facing with my purpose being to connecting expert talent in the market with high calibre clients. In mid-2017 I was lucky enough to be offered the opportunity to join Profusion Group as a Consultant, where I am now able to continue building on my knowledge and experience in the business projects space. Throughout my introduction to recruitment I have found a passion in talking with professional candidates and helping them find there next life changing career move. Whether that be in a permanent position, or a long term contract in the project transformation space.

Taylor Scott

I have almost a decade of experience in Account Management and Business Development roles, offering a consultative approach

Mhairi Beaton

I began my recruitment career on a working holiday visa in the UK. Working across the Compliance and Internal Audit space within the London insurance market I developed my interest in financial services and recruitment. Upon returning home to Sydney I was given the opportunity to join the Business Projects team here at Profusion.

Jillian Hunter

I commenced my recruitment career in 2016 specialising in NSW Government and white-collar Construction markets where I covered business support, HR and finance roles.

Krystle Priddis

I started my recruitment career when I relocated to Sydney from the UK in 2015 where my interest in General Insurance grew along with my passion for recruitment.

Jessica Wilkinson

I started my recruitment career in the UK working for a Software Consultancy as an Internal Recruiter. In 2015 I relocated to sunny Sydney and joined an IT specialist recruitment agency, where my interest in technology grew along with my passion for recruitment.

In 2017 I was then given the opportunity to join Profusion within the Business Projects team as a consultant, where I continue to grow my network and expertise within the financial services Information Technology sector.

Rebecca Butler

Customer service and building relationships are areas I am most experienced and passionate about.

Lucy Warner

Currently a Resourcing Consultant, I work on a variety of roles across Wealth Services, Financial Planning, as well as Banking & Credit.

Hagan Noronha

As a Resourcing Consultant with Profusion Group, I currently work on a variety of roles across business-facing projects – Business Analysts, Project Managers, Change Managers and PMO professionals.

Buwani Piyasiri

I joined Profusion Group in March 2018, as a Resourcing Consultant within the Banking and Insurance team.

Mona Saab

My extensive background in banking and retail has developed my customer service skills, allowing me to build strong relationships with all my clients.

Jelena Lukic

A qualified Chartered Accountant with extensive, diversified work experience gained over more than a decade. Having joined Profusion in 2008 as Finance Manager, the role has provided me exposure and knowledge of the business framework in the recruitment industry.

Kaizad Variava

I joined Profusion Group in October 2017 supporting the Finance Manager on a part time basis.

Julie Nash

After 10 year’s experience within the Recruitment Industry with roles ranging from Resourcer to Consultant I joined Profusion Group in March 2014 to take on the role of Corporate Support Manager. This role offers both variety and continued development and sees me mainly supporting the business from an Administration perspective, managing the Support function and looking after the overall office environment.

Kelli Bates

Recently starting with Profusion Group my role as Client Services Manager has a two prong approach.

I will be responsible for overseeing the management of Profusion Groups Key & PSA Accounts ensuring our account management process runs efficiently and effectively. I will also be responsible for supporting our Human Capital business with all future projects and developments.

Sarah Moffat

My current position with Profusion working in the Corporate Support Team has me being the first point of contact for clients and candidates alike, making them feel welcome upon arrival and providing a great first impression and introduction into to our fantastic business. Working closely alongside the office Manager, each day brings something new and exciting to the table, whether it being planning our next exciting corporate event or supporting the ever bustling Recruitment team, there’s never a dull moment.

Tia Jordan

Simone Darmanin

Rebecca Johnston

My drive is to help people to perform under pressure while retaining a sense of control and composure. Having worked on international and Australian Leadership programs, I co-founded The Missing Peace with the aim of enabling Sustainable High Performance over the long term. We developed our approaches in response to consistently observing overwhelm, high levels of stress and anxiety and people struggling with each other and 24/7 availability.

Kimberley Hannagan

My passion is to enable people to perform at their best under pressure. I have had the privilege to work with top performers in a number of different areas.

Kell Tremayne